KCM INVESTMENT ADVISORS LLC Portfolio Holdings
Q3 2025•381 long positions•$3.1B portfolio value
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Holding394 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $223.3M 7.23% | -$1.2M Sold | 0.006% 876.9K shares | 881.8K → 876.9K −$1.2M | -0.56% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $194.5M 6.3% | -$1.5M Sold | — 689.9K shares | 695.3K → 689.9K −$1.5M | -0.77% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $155.3M 5.03% | +$194.2K Bought | 0.004% 299.8K shares | 299.4K → 299.8K +$194.2K | +0.13% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $107.4M 3.48% | +$43.5K Bought | 0.026% 116.0K shares | 116.0K → 116.0K +$43.5K | +0.04% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $73.5M 2.38% | +$545.0K Bought | 0.003% 334.7K shares | 332.2K → 334.7K +$545.0K | +0.75% | $2.34T Mega Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $70.3M 2.28% | +$412.3K Bought | 0.002% 376.5K shares | 374.3K → 376.5K +$412.3K | +0.59% | $4.54T Mega Cap | Q2 2017 Held for 8y 5m | |
Banks - Diversified Financial Services | $69.1M 2.24% | +$5.9M Bought | 0.008% 219.0K shares | 200.4K → 219.0K +$5.9M | +9.27% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $67.3M 2.18% | +$283.2K Bought | 0.002% 276.7K shares | 275.5K → 276.7K +$283.2K | +0.42% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $64.5M 2.09% | -$20.5M Sold | — 544.5K shares | 717.5K → 544.5K −$20.5M | -24.11% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $62.4M 2.02% | +$904.2K Bought | — 83.6K shares | 82.4K → 83.6K +$904.2K | +1.47% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $60.0M 1.94% | -$158.2K Sold | — 250.5K shares | 251.2K → 250.5K −$158.2K | -0.26% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $58.9M 1.91% | +$220.4K Bought | 0.007% 571.4K shares | 569.3K → 571.4K +$220.4K | +0.38% | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $56.4M 1.83% | +$340.0K Bought | 0.014% 139.1K shares | 138.3K → 139.1K +$340.0K | +0.61% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $52.5M 1.7% | -$103.1K Sold | 0.008% 153.8K shares | 154.1K → 153.8K −$103.1K | -0.2% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Staffing & Employment Services Industrials | $50.8M 1.64% | -$263.6K Sold | 0.043% 172.9K shares | 173.8K → 172.9K −$263.6K | -0.52% | $118.89B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $50.5M 1.64% | +$53.7K Bought | — 269.2K shares | 268.9K → 269.2K +$53.7K | +0.11% | — — | Q3 2018 Held for 7y 2m | |
Oil & Gas Integrated Energy | $49.0M 1.59% | -$12.6K Sold | 0.016% 315.6K shares | 315.7K → 315.6K −$12.6K | -0.03% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $47.3M 1.53% | -$3.1M Sold | — 339.8K shares | 361.9K → 339.8K −$3.1M | -6.08% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $47.2M 1.53% | -$1.0M Sold | — 876.7K shares | 895.6K → 876.7K −$1.0M | -2.1% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Waste Management Industrials | $42.2M 1.37% | +$18.5K Bought | 0.047% 191.1K shares | 191.0K → 191.1K +$18.5K | +0.04% | $89.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Construction Industrials | $41.3M 1.34% | -$13.9K Sold | 0.044% 97.8K shares | 97.9K → 97.8K −$13.9K | -0.03% | $93.9B Large Cap | Q3 2013 Held for 12y 2m | |
ETF ETF | $40.0M 1.3% | -$178.1K Sold | — 259.6K shares | 260.7K → 259.6K −$178.1K | -0.44% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $37.7M 1.22% | +$1.0M Bought | 0.028% 220.8K shares | 214.8K → 220.8K +$1.0M | +2.81% | $133.37B Large Cap | Q3 2013 Held for 12y 2m | |
Internet Content & Information Communication Services | $36.8M 1.19% | +$761.8K Bought | 0.001% 151.1K shares | 148.0K → 151.1K +$761.8K | +2.11% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $35.6M 1.15% | -$36.8M Sold | — 108.4K shares | 220.5K → 108.4K −$36.8M | -50.84% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $35.2M 1.14% | -$688.1K Sold | 0.008% 189.7K shares | 193.4K → 189.7K −$688.1K | -1.92% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $35.1M 1.14% | -$466.5K Sold | — 58.4K shares | 59.2K → 58.4K −$466.5K | -1.31% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $34.2M 1.11% | +$307.0K Bought | — 86.3K shares | 85.6K → 86.3K +$307.0K | +0.91% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $32.2M 1.04% | +$158.2K Bought | — 410.6K shares | 408.5K → 410.6K +$158.2K | +0.49% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $30.7M 0.994% | -$887.3K Sold | — 343.4K shares | 353.4K → 343.4K −$887.3K | -2.81% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $29.4M 0.951% | +$278.5K Bought | — 44.1K shares | 43.7K → 44.1K +$278.5K | +0.96% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Household & Personal Products Consumer Defensive | $29.1M 0.942% | -$614.0K Sold | 0.008% 189.3K shares | 193.3K → 189.3K −$614.0K | -2.07% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $27.6M 0.895% | +$1.3M Bought | 0.018% 366.1K shares | 348.4K → 366.1K +$1.3M | +5.09% | $155.46B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $26.8M 0.868% | -$18.3M Sold | — 204.3K shares | 343.9K → 204.3K −$18.3M | -40.59% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $25.7M 0.834% | +$125.6K Bought | — 86.9K shares | 86.4K → 86.9K +$125.6K | +0.49% | — — | Q1 2018 Held for 7y 8m | |
Drug Manufacturers - General Healthcare | $25.1M 0.812% | -$293.8K Sold | 0.016% 88.8K shares | 89.8K → 88.8K −$293.8K | -1.16% | $151.93B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Agricultural - Machinery Industrials | $23.9M 0.775% | -$603.6K Sold | 0.011% 50.2K shares | 51.4K → 50.2K −$603.6K | -2.46% | $223.53B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $23.1M 0.749% | -$80.5K Sold | 0.011% 76.1K shares | 76.3K → 76.1K −$80.5K | -0.35% | $216.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $22.3M 0.723% | +$422.9K Bought | 0.001% 67.7K shares | 66.4K → 67.7K +$422.9K | +1.93% | $1.56T Mega Cap | Q3 2016 Held for 9y 2m | |
Construction Industrials | $20.5M 0.664% | +$780.3K Bought | 0.146% 62.3K shares | 60.0K → 62.3K +$780.3K | +3.96% | $14.1B Large Cap | Q3 2022 Held for 3y 2m | |
Medical - Devices Healthcare | $19.9M 0.645% | +$232.0K Bought | 0.009% 148.7K shares | 146.9K → 148.7K +$232.0K | +1.18% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $19.8M 0.643% | -$96.4K Sold | 0.026% 72.4K shares | 72.8K → 72.4K −$96.4K | -0.48% | $77.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $19.0M 0.616% | +$2.3M Bought | 0.003% 24.9K shares | 21.9K → 24.9K +$2.3M | +13.98% | $684.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $18.8M 0.607% | -$59.4K Sold | 0.005% 363.5K shares | 364.6K → 363.5K −$59.4K | -0.32% | $382.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $17.7M 0.572% | -$20.1K Sold | 0.004% 76.3K shares | 76.4K → 76.3K −$20.1K | -0.11% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $16.9M 0.548% | +$24.8K Bought | 0.012% 15.7K shares | 15.7K → 15.7K +$24.8K | +0.15% | $142.03B Large Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $14.5M 0.469% | -$12.9M Sold | — 55.8K shares | 105.4K → 55.8K −$12.9M | -47.08% | — — | Q2 2017 Held for 8y 5m | |
Insurance - Diversified Financial Services | $14.5M 0.468% | +$197.1K Bought | 0.001% 28.8K shares | 28.4K → 28.8K +$197.1K | +1.38% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Diagnostics & Research Healthcare | $13.9M 0.449% | -$361.4K Sold | 0.01% 70.0K shares | 71.8K → 70.0K −$361.4K | -2.54% | $141.96B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $13.1M 0.425% | -$6.7K Sold | — 93.7K shares | 93.8K → 93.7K −$6.7K | -0.05% | — — | ≤ Q2 2013 Held for 12y 5m+ |
